Jabil (NYSE:JBL) Updates FY 2025 Earnings Guidance

Jabil (NYSE:JBL) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 9.330-9.330 for the period, compared to the consensus earnings per share estimate of 8.970. The company issued revenue guidance of $29.0 billion-$29.0 billion, compared to the consensus revenue estimate of $28.0 billion. Jabil also updated its Q4 2025 guidance to 2.640-3.040 EPS.

Jabil Stock Performance

Shares of Jabil stock opened at $204.43 on Thursday. Jabil has a one year low of $95.85 and a one year high of $207.10. The firm has a market capitalization of $21.94 billion, a price-to-earnings ratio of 39.69, a PEG ratio of 1.90 and a beta of 1.14. The business has a 50-day simple moving average of $159.27 and a 200 day simple moving average of $152.00. The company has a debt-to-equity ratio of 1.85, a current ratio of 0.98 and a quick ratio of 0.66.

Jabil (NYSE:JBL) last issued its earnings results on Tuesday, June 17th. The technology company reported $2.55 EPS for the quarter, beating analysts’ consensus estimates of $2.28 by $0.27. Jabil had a return on equity of 60.19% and a net margin of 2.02%. The business had revenue of $7.83 billion during the quarter, compared to analyst estimates of $7.03 billion. During the same period in the previous year, the company posted $1.89 EPS. The firm’s revenue was up 15.7% compared to the same quarter last year. On average, research analysts anticipate that Jabil will post 8.05 earnings per share for the current fiscal year.

Jabil Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 3rd. Investors of record on Thursday, May 15th were given a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a yield of 0.16%. The ex-dividend date was Thursday, May 15th. Jabil’s payout ratio is 6.21%.

Analyst Upgrades and Downgrades

JBL has been the subject of a number of research analyst reports. Raymond James Financial reaffirmed a “strong-buy” rating and issued a $230.00 target price (up from $170.00) on shares of Jabil in a research report on Wednesday. Wall Street Zen raised Jabil from a “hold” rating to a “buy” rating in a report on Monday, May 19th. UBS Group boosted their price objective on Jabil from $157.00 to $208.00 and gave the stock a “neutral” rating in a report on Wednesday. Argus raised Jabil from a “hold” rating to a “buy” rating in a report on Wednesday. Finally, JPMorgan Chase & Co. boosted their price objective on Jabil from $180.00 to $214.00 and gave the stock an “overweight” rating in a report on Wednesday. One investment analyst has rated the stock with a hold rating, seven have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $200.00.

Insider Activity

In other news, CEO Michael Dastoor sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 14th. The stock was sold at an average price of $169.90, for a total value of $1,699,000.00. Following the completion of the transaction, the chief executive officer now directly owns 221,693 shares of the company’s stock, valued at $37,665,640.70. This represents a 4.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Chairman Mark T. Mondello sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, June 2nd. The shares were sold at an average price of $166.75, for a total value of $3,335,000.00. Following the completion of the transaction, the chairman now owns 1,710,192 shares in the company, valued at approximately $285,174,516. The trade was a 1.16% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 50,000 shares of company stock valued at $7,665,200 over the last three months. Corporate insiders own 1.73% of the company’s stock.

Hedge Funds Weigh In On Jabil

Several institutional investors have recently bought and sold shares of JBL. Integrated Wealth Concepts LLC lifted its stake in Jabil by 34.4% in the first quarter. Integrated Wealth Concepts LLC now owns 2,811 shares of the technology company’s stock valued at $382,000 after purchasing an additional 720 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Jabil by 70.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 18,320 shares of the technology company’s stock worth $2,493,000 after acquiring an additional 7,602 shares in the last quarter. Focus Partners Wealth lifted its position in shares of Jabil by 20.0% during the first quarter. Focus Partners Wealth now owns 4,967 shares of the technology company’s stock worth $676,000 after acquiring an additional 829 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its position in shares of Jabil by 50.0% during the first quarter. Geneos Wealth Management Inc. now owns 582 shares of the technology company’s stock worth $79,000 after acquiring an additional 194 shares in the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

About Jabil

Jabil Inc provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA).